Our client, one of the big 5 banks in Canada, is looking to hire back office Wealth Management Associates to help support their corporate office located in the downtown Toronto area on a hybrid basis (In office once a month)
Must Have Experience/Skills:- Experience with Global Plus Software
- Experience working with Registered or Non Registered Products (RRSP, TFSA, ETFs, etc.)
- Strong Communication Skills (English - Written and Verbal)
Job duties include, but are not limited to the following:Process daily investment transactions, including:
- TFC (Tax-Free Contribution) deposits
- RRSP contributions and withdrawals
- EFT (Electronic Funds Transfer) setups, changes, and cancellations
- Other registered and non-registered account transactions
Verify accuracy and completeness of all client instructions and documentation prior to processing.
Review, reconcile, and validate financial entries in internal systems to ensure compliance with bank policies and regulatory standards.
Maintain a high level of data integrity by accurately updating client profiles, account details, and transaction records.
Serve as the primary point of contact for branch staff, providing support and guidance on:
- Investment processing inquiries
- Documentation requirements
- Transaction status updates
- Issue escalation and troubleshooting
Investigate and resolve processing discrepancies, working with branches and internal stakeholders to ensure timely resolution.
Monitor workflow queues and prioritize tasks to meet service-level agreements (SLAs) and daily cut-off times.
Ensure compliance with internal controls, audit requirements, and industry regulations (e.g., CRA guidelines for registered accounts).
Collaborate with internal teams, such as Operations, Compliance, and Client Services, to support seamless back-office operations.
Disclaimer
The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.
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Job Type & LocationThis is a Contract to Hire position based out of Toronto, ON.
Pay and BenefitsThe pay range for this position is $24.00 - $24.00/hr.
Workplace TypeThis is a hybrid position in Toronto,ON.
propos de TEKsystems et TEKsystems Global ServicesNous sommes un fournisseur de services aux entreprises et de technologies. Nous acclrons la transformation de nos clients. Notre comptence en stratgie, conception, excution et oprations libre la valeur de l'entreprise par un ventail de solutions. Nous sommes une quipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amrique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacits full-stack et notre rythme. Nous sommes des penseurs stratgiques, des collaborateurs pratiques qui aident les clients exploiter le changement et matriser le dynamisme de la technologie. Nous btissons le futur en livrant les rsultats et en crant un impact positif dans nos communauts mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Dcouvrez d'autres informations TEKsystems.com.
About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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